Accounting

Accounting workbench direction for contractor finance workflows

BuildDaily accounting has broad contractor workbench depth for A/R, A/P, G/L, banking, payroll, purchasing, parties, documents, reports, job cost, WIP, posting policy, source events, diagnostics, and settings.

Accounting is in development. It should be discussed as rollout planning and workflow direction, not as a finished replacement for a live accounting close.

Owners, controllers, accounting managers, PMs, payroll, purchasing, AR/AP, and implementation teams.

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How Contractors Use It

Daily work this page supports

Plan source-to-ledger workflows

Map project, service, purchasing, payroll, documents, and party records into accounting workbench flows before promising live close readiness.

Review contractor finance lanes

A/R, A/P, G/L, banking, payroll, purchasing, parties, documents, reports, job cost, and WIP are represented as workbench direction.

Use readiness and diagnostics

Settings, mappings, posting policies, feature flags, diagnostics, worker queues, documents, and report artifacts are built for phased implementation control.

Contractor Checklist

Stuff contractors use, and BuildDaily does it

Contractor needs	BuildDaily does it	Where it shows up
Accounting dashboard	Yes Open dashboard, lookup modules/source types, and module panels.	Accounting dashboard and module panel routes.
A/R	Yes Support customer/project/contract/SOV/pay-app/service-invoice/open-receivable/receipt lookups.	A/R workbench and A/R lookup routes.
A/P	Yes Support vendor/project/cost-code/account/source-document/source-line lookups and payable workbench direction.	A/P workbench and A/P lookup routes.
G/L	Yes Support financial center, posting, account maintenance, reports, journals, account groups, distributions, reconciliation, periods, and close readiness.	G/L workbench and G/L routes.
Banking	Yes Support bank accounts, cash activity, deposits, payments, statement import, lines, matching, reconciliations, exceptions, cleared/outstanding, and matching rules.	Banking workbench routes.
Payroll	Yes Support payroll workbench and lookups for runs, workers, users, projects, cost codes, and accounts.	Payroll workbench and payroll lookups.
Purchasing	Yes Support purchase orders, receipts, matching, subcontracts, commitments, inventory maintenance, item inquiry, physical count, lien waivers, and posting direction.	Purchasing workbench and purchasing lookups.
Parties	Yes Support party, customer, vendor, subcontractor profile pages and profile setup.	Parties, customer/vendor/subcontractor profiles.
Documents and files	Yes Support accounting document center, files, folders, uploads, links, primary flags, previews, rename, delete, and unlink.	Accounting documents routes.
Reports and artifacts	Yes Support report library, definitions, datasets, builder, runs/status, artifacts, schedules, deliveries, and saved views.	Accounting reports workspace.
Settings and readiness	Yes Support chart of accounts, maps, missing mappings, policies, fiscal controls, dimensions, feature flags, integrations, storage, and configuration readiness.	Accounting settings routes.
Diagnostics	Yes Expose source events, posting failures, documents, and other full-diagnostic workbench views.	Accounting diagnostics/reporting workspace views.

Examples

What this looks like in real contractor work

A/R planning - Jefferson School pay app

Status: Development-stage workflow Who uses it: Controller + PM Value: $184K application Next move: Map SOV, customer, contract, receivable, and posting policy.

Purchasing planning - RTU material receipt

Status: Development-stage workflow Who uses it: Purchasing + AP Value: $42K PO receipt Next move: Connect PO, receipt, vendor invoice, inventory, and GL mapping.

Banking planning - statement match

Status: Development-stage workflow Who uses it: Accounting manager Value: Unmatched deposit batch Next move: Review transaction matching rules and reconciliation exceptions.

Walk through Accounting workbench direction for contractor finance workflows

We can walk through the module around the way your company actually handles the work.

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